See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,661 | $159,602-53.8% | $150,045-50.9% | $142,382-48.3% |
| Participation rate | 40.0% | 84.0%-44.0pp | 82.3%-42.3pp | 80.1%-40.1pp |
| Annual return | 17.32% | 70.24%-52.9pp | 62.55%-45.2pp | 217.08%-199.8pp |
| Employer contribution / active EE | $1,017 | $4,961-79.5% | $4,693-78.3% | $4,299-76.4% |
| Participant deferral / active EE | $2,665 | $8,310-67.9% | $7,997-66.7% | $6,507-59.1% |
| Admin fee / account holder | $21 | $14,846-99.9% | $13,435-99.8% | $12,624-99.8% |